smart&and&clean& energy&for&all - ec.europa.eu · smart&and&clean&...

CLEAN ENERGY FOR ALL EUROPEANS

1 #EnergyUnion

Unlocking Energy Efficiency post 2020Policy background & R&I challenges

SMART AND CLEAN ENERGY FOR ALL

Paula Rey GarciaTeam leader Buildings & FinanceEuropean Commission- DG ENERGY, Energy Efficiency unit


2 #EnergyUnion

WHAT ARE OUR GOALS?

CREATING JOBS & GROWTH, BRINGING DOWN GREENHOUSE GAS EMISSIONS, SECURING ENERGY SUPPLY

Demonstrating global leadership

in renewables

Delivering a fair deal for consumers

Putting energy efficiency first


3 #EnergyUnion

Energy Union Governance

Energy Efficiency

Energy Efficiency Directive, Energy Performance of Buildings Directive

Renewables

Revised Renewable Energy Directive

Electricity Market Design

Enabling Framework

Socially fair

Digital Investment-friendly

Safe for all

Inclusive

Innovative Inter-connected

CLEAN ENERGY FOR ALL EUROPEANS PACKAGE

Regulation and Directive on internal electricity market;; Regulation on risk-preparedness, ACER regulation


4 #EnergyUnion

• Clear vision for a decarbonised building stock by 2050

• Smart & Efficient buildings through use of Information and Communication Technologies and Smart Technologies; EV-charging

• Smart Finance for Smart Buildings initiative:o More effective use of

public fundingo Aggregation of funds o De-risking

• Protect vulnerable groups & address energy poverty

• List of new product groups

• Outline on how ecodesign will contribute to circular economy objectives

• Specific measures for verification tolerances and air heating and cooling products

• Guidelines on voluntary agreements

Energy efficiency legislationACHIEVING THE BINDING 30% ENERGY EFFICIENCY TARGET BY 2030

Energy Efficiency Directive

• Binding 30% energy efficiency target for 2030

• Continue & clarify Art. 7 beyond 2020 + consider energy poverty

• Empower consumers by granting access to information on their energy consumption

-->• Create 400,000 new jobs

• Reduce gas imports by 12%

• Save € 70 billion in fossil fuel imports

4

Energy Performance of Buildings

Directive

Ecodesign Working Plan

2016-2019


5 #EnergyUnion

New article 8(6) proposes introducing a Smart ReadinessIndicator for buildings.• Will characterize the ability of a building to manage itself,• To interact with its occupants,• And to take part in demand response and contribute to smooth, safe andoptimal operation of connected energy assets.

Progress towards ‘smarter’ building systems can result in additionalbenefits for building users, energy consumers and future grids.

The Smart Readiness Indicator will support the uptake oftechnical innovation in the building sector

Preparing the ground for smarter homes & buildings Revision of the Energy Performance of Building Directive (EPBD)


6 #EnergyUnion

Good practice in energy efficiency- publication & SWD

Link to the publication:https://ec.europa.eu/energy/sites/ener/files/documents/good_practice_in_ee_-web.pdf

Examples of good practice from policy, technology and investment in energy efficiency from different sectors and across Europe

Full document:Commission Staff WorkingDocument 'Good practice in energy efficiency' Accompanying the document Proposal for a Directive of the European Parliament and of the Council amending Directive 2012/27/EU on Energy Efficiency;SWD/2016/0404 final


7 #EnergyUnion

• Supporting the project pipeline at EU and local level

• Project Development Assistance facilities

• "One-stop-shops"

Assistance and aggregation De-risking

• Deploying Financial Instruments and flexible energy efficiency and renewable financing platforms

• Building on EFSI II blending with ESIF funds

• Understanding the risks and benefits for financiers and investors

• The De-risking Energy Efficiency Platform

• Commonly accepted underwriting framework

MAJOR GOAL - improve investment climate for energy efficiency

More effective use of public funds

THE "SMART FINANCE FOR SMART BUILDINGS" INITIATIVE


8 #EnergyUnion

Revision of the energy efficiency legislation: conclusions for 2030

1. Building renovation has to do more

2. Financing has a more important role to play

3. Digital/ICT has a big potential to: - Capture behavioral change potentials- Improve energy performance assessment and measurement accuracy for new business models (guaranteed energy savings)- Activate demand-side resources to optimise energy use within the building and across the system


9 #EnergyUnion

R&I challenges to unlock energy efficiency post 2020

1. Upgrading buildings' energy performance and smartness - buildings renovation: innovative technologies, skills, and business models (EE1;; EE2;; EE3);; - buildings energy performance assessment: innovation for quality and convergence (EE5);; Ø

Ø2. Energy efficiency is an investmentØ- investments standardisation based on reliable data (EE10),Ø- innovative financing schemes with non-energy benefits valuation (EE9), Ø- aggregation of projects (EE11)Ø- mobilisation of cities' investments (EE17)Ø- socio-economic research conceptualising energy efficiency as "first fuel" (EE14)

Ø3. ICT enable energy transitionØ- smarter (existing) buildings (EE4)Ø- smart energy services valorising energy efficiency and consumption flexibility (EE13)Ø- energy communities, collective actions of energy consumer s (EC1)Ø-digitalisation of energy (IoT, big data, cybersecurity)


10 #EnergyUnion10 #EnergyUnion

Thank you!Paula Rey Garcia

Team leader Buildings & FinanceEnergy Efficiency Unit

DG ENER, European Commission

https://ec.europa.eu/energy/en/news/commission-proposes-new-rules-consumer-centred-clean-energy-transition

Vincent BerruttoHead of H2020 Energy Unit

EASME

Smart and Efficient Energy Day 25 October 2017

General Call Presentation

Societal Challenge 3 - Secure, clean and efficient energy

Cross-cutting issues

Today's focus

15 M€ in 201845 M€ in 2019

Deadlines depend on

topics

90 M€ in 2018Deadline:4 Sept. 2018

122 M€ in 2019Deadline:3 Sept. 2019*

Managed by EASME

*Except EE17

Buildings Industry Financing Energy

Efficiency

Public Authorities

& Policy Support

Consumers& Services

Innovation Actions

EU Support: 70%3 to 30 M€ / project

Coordination & Support

ActionsEU support: 100%0.5 to 2 M€ / project

EE1 EE6 DT-ICT-10

EE2EE5

EC1EC2EE13

EE8 EE9EE10EE11

EE16EE15

EE14(RIA)

Overview of the Call 2018 topics

Digitisation

Buildings21 M€

Consumers& Services

Industry Financing Energy

Efficiency

Public Authorities

& Policy Support

Innovation Actions EE1 - Innovative approaches for building renovation


Actions

EE2 – Integrated home renovation services

EE5 – Next generation of energy performance certification

Call 2018

Digitisation

Buildings Consumers& Services

14 M€


Efficiency

Public Authorities

& Policy Support


Actions

EC1 – Role of consumers in changing the market

EC2 – Mitigating household energy poverty

EE13 – Next generation of smart energy services

Call 2018

Digitisation


Industry19 M€

Financing Energy

Efficiency

Public Authorities

& Policy Support

Innovation Actions EE6 – Industrial waste heat/cold recovery


Actions

EE8 – Capacity building to support energy audits

Call 2018

Digitisation



Efficiency19 M€

Public Authorities

& Policy Support


Actions

EE9 – Innovative financing for EE investment

EE10 – Mainstreaming EE finance

EE11 – Project Development Assistance

Call 2018

Digitisation



Efficiency

Public Authorities

& Policy Support17 M€


Actions

EE16 – Supporting public authorities

EE15 – New energy label

Resarch& Innovation

Actions

EE14 – Socio-economic research

Call 2018

Digitisation



Efficiency

Public Authorities

& Policy Support

Innovation Action DT-ICT-10 Interoperable and smart homes and grids

Call 2018

Digitisation15 M€

(+ 15 M€ '19)

The EASME Energy Unit ishere to assist you

Thank you! #H2020Energy

www.ec.europa.eu/research

Gordon Sutherland – H2020 Energy

EASME - Executive Agency for Small &

Medium-sized Enterprises

Energy Efficiency Topics –How to prepare a good an excellent proposal

A typical Call for Proposals in numbers

308 Proposals

>500 organisations

50 Projects retained

2900 organisations

37 countries

*Example of 2017 Energy Efficiency Calls - Preliminary data on number of retained projects subject to successful grant preparation

F

Funding areas

Energy Efficiency: Types of action

Buildings

Industry

Financing Energy

EfficiencyPublic Authorities

& Policy SupportConsumers& Services

Minimum 3 beneficiaries Minimum 3 beneficiaries*Mostly minimum 3 beneficiaries (check the Work Programme 2018-2020)

Agenda

• The evaluation process – basic principles

• Before you start - tips and lessons learnt

• Keys to success - feedback from our experts

• How to inform yourself - the information gateways

Evaluation Principles

• Fair and equal treatment of all proposers

• Based on the criteria announced in the Call

• Independent external experts

• Avoidance of conflicts of interest

• Confidential process

H2020 evaluation process

8

Deadline InformingApplicants

Grant AgreementSignature

50

Months

Admissible Eligible

Award Grant Preparation

ExternalExperts

How do we brief the experts?

• Experts are briefed to understand the Call text, the evaluation criteria - and their mandate

• Only the best proposals should be selected –not requiring any negotiations

• Only evaluate the proposal, no other source

• Clear drive towards tangible impact (Topic in Work Programme, application form)

• Evaluate individually 7-9 proposals, half day per proposal

Evaluation – Award Criteria

• Excellence

• Impact

• Quality & efficiency of implementation

• Detailed aspects to be taken account of for each of the main criteria

• Self-evaluation form available

• No negotiation takes place à only the very bestare retained for funding

Ethics assessment

• An ethical review is carried out to assess and address the ethical dimension of your activities

• The ethical review ensures that all activities under H2020 are conducted in compliance with fundamental ethical principles

• Specific issues are checked, e.g. humans cells, animals, environmental protection, protection of personal data,…

• Participants should conduct an Ethics Self-assessment

• All proposals considered for funding will undergo an Ethics Review carried out by independent ethics experts

Agenda


• Getting started - tips and lessons learnt



From today, 25 October:

• … <3 months until the Call opens• … >10 months until the submission deadline

Call opening: 25 January 2018Submission deadline: 4 September 2018

Start early ... start now!

• Proposal: Your application for funding

• Participants Portal: Commission’s electronic submission tool – compulsory gateway for H2020 proposals

• Consortium: A team of organisations jointlysubmitting a proposal – with one defined Coordinator

Learn the language ...

• Energy Challenge Work Programme 2018-2020: background, topics and budgets

• General annexes to the Work Programme: list of countries, eligibilityand admissibility conditions, evaluation criteria and procedure, scoring and thresholds, etc.

• Submission forms and templates:essential forms and guides to draw up and submit your proposal

• Guide to the submission and evaluation process

Read the relevant information ...

Section 1-3'Technical Annex'

Your Proposal description• Excellence• Impact • Implementation

Section 4-5

• Description of your partnership & CV's

• Ethics

Online Forms

• Admin. data

Optional Annexes

• Where relevant

Know the structure of your proposal

Ask some questions, make some choices …

Ask yourself if you have:

• a clear project objective?

• a clear understanding of the current (research or market) situation and your starting point

• a clear (set of) target group(s)?

• a clear set of partners – are they the voice of the market?

• a clear path to make a difference – what impact do you want to have?

Produce a first outline of your idea

Write a preliminary 2-3 page outline:

• objectives

• target group

• major steps (work packages)

• intended consortium (countries, types of organisations)

Internal reality check: Use it as first base to discuss with potential partners

External reality check: Consult with market actors – check their understanding and interest.

Your consortium

• Be consistent – remain relevant to your objective & target group

• Be adaptable - be ready to renounce a country if you do not secure the right partner

• Involve partners in the preparation – avoid surprises after submission

• Keep consortium motivated - agree a working method for the proposal phase, make a plan for their contributions

• Do not cover the EU map artificially

Start writing the detailed proposal – Work Plan

• Fine-tune your objectives and your target group • Take your time to decide the best

methodology to be applied – can it deliver? Think impact!• Define your main working steps• Follow the guidance in the application forms• Keep to the number of pages

Final polishing

• The technical annex must give a detailed description of the project idea and work plan, which:

• divides the planned work into work packages,

• assigns the related responsibilities and resources within the consortium,

• sets out a project time schedule, main milestones and deliverables,

• describes the project management structure,

• describes the communication and exploitation plans.

Create the budget

• Define your budget 'bottom-up'

• Wait until the tasks are sufficiently specified and agreed – then design define the budget

• Check consistency regularly while advancing on with your Work Plan - share of resources, appropriate levels between partners, appropriate weight of person-months between major work steps

Define tasks

Estimate efforts needed (person -months of work)

Translate person-months

into EUR

Last check: consistency / language

• Ask an 'informed outsider' for critical reading and feedback

• Check consistency of your description of activities and budget

• If you have the chance, have a native speaker check the English

Agenda





• Call deadline is unchangeable: use all advantages of the electronic submission system to meet the deadline!

• Completeness: one section missing makes your proposal inadmissible

• Partnerships: remember the principle of 3 participants from Member States or Associated Countries (always check the Work Programme 2018/20 for exceptions)

• Page limit: 50 pages for Coordination SA / 70 pages for IA+RIA: applied strictly during evaluation

Frequent mishaps – Eligibility / Admissibility

Excellence – your selling point to the experts

• Innovate: Horizon2020 is the European Union's Research & Innovation Programme

• Focus: Make choices, have a clear direction

• Check what's being done by others: >200 proposals were financed until today in Horizon2020 Energy Efficiency. Check them out: http://cordis.europa.eu/

• Win by explaining: experts are briefed to make their decision based on the content of your proposal, not on other sources

• If you are re-submitting: use the feedback in your Evaluation Summary report

• Evaluation feedback: Proposal lacks an explanation of the concept / Added value and innovation are insufficiently demonstrated

What to do in your proposal:

• Focus and show how you innovate

• Explain the overall concept underpinning the project not only from the perspective of the Coordinator… input from your partners is essential

• Don’t assume that the evaluators know your specific context

• Be clear - you win by explaining!

Frequent mishaps – Excellence

F

• Evaluation feedback: Ambition is not quantified / not realistic / not supported by action


• Quantify! Describe in a concise, yet robust, manner your baseline, benchmarks and assumptions

• Keep your 'challenge' in mind

• Plan activities to monitor your performance

• Highlight the link between the actual activities in your work plan and the impact that they will lead to

Frequent mishaps – Impact

F

• Evaluation feedback: The work plan is not sufficiently detailed / Budgets are not justified / Budgets seem top-down


• Make sure the work description is sufficiently detailed, clear and consistent

• Invest time into this: this is the opportunity to convince evaluators that you can materialise your vision

• Invest time into your resource planning –bottom up

Frequent mishaps – Quality of implementation

F

Perfect proposals … ?

We don't expect perfection, but:

• We look forward to innovative, well implemented proposals

• Submitted by competent, motivated and inspired project teams

• Aiming to deliver and make a 'change'

Agenda





Information sources and supportHorizon2020 Participant Portal

• Check the Frequently Asked Questions

• Contact the Horizon2020 Research Enquiry Service

National Contact Points (NCPs)

• C-Energy-2020 Network of national contact points

Horizon2020 and FP7 projects• CORDIS database

Intelligent Energy Europe (IEE II)

• IEE database

Information platforms and portals

• BUILD Up, ManagEnergy (coming soon), …

EASME H2020 Energy newsletter

• Register for updates and success stories

Horizon 2020 Energy Brokerage Event

Some Key Figures:

• ~280 B2B Participants

• ~ 500 Cooperation Profiles

• ~ 35 countries involved

• ~ 1150 B2B Meetings

Find YOUR Cooperation Partner at: http://b2match.eu/energycall2018

Thank you! #H2020Energy

www.ec.europa.eu/research

Time for your questions!

25th October 2017Coffee break10:30 – 11:00

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